Brown Brothers Harriman & Co
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Brown Brothers Harriman & Co’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Brown Brothers Harriman & Co’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,000
Closed -$105K – 782
2013
Q2 		$105K Buy
+2,000
New +$107K ﹤0.01% 458

Other funds holding STPZ

Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Brown Brothers Harriman & Co's STPZ Position: Q3 2013 in Review

Brown Brothers Harriman & Co sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2013, closing a stake of 2,000 shares — an estimated $105K sold.

Brown Brothers Harriman & Co first reported a position in STPZ in Q2 2013 and held it in 1 quarter. The position peaked at $105K in Q2 2013. 85 funds tracked by Wall St. Rank hold STPZ as of Q3 2013.

  • Brown Brothers Harriman & Co reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2013 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 2,000 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2013, an estimated $105K.
  • Brown Brothers Harriman & Co first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $105K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2013.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2013, filed 14 Nov 2013.